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Discuss the State of USA exports and how they may be affected by dollar strength/value. State of USA imports (paying attention to imported oil prices).

Posted on April 23, 2022 by Shady

GDP Components – INVESTMENT Fixed business investment /Software/Productivity Investment (if available or inferred) Housing Sector/New Housing Starts (if available or inferred) Investment Lag related to Consumption/Fed Funds Rate/Oil Price data GDP Components – EXPORTS MINUS IMPORTS State of USA exports and how they may be affected by dollar strength/value. State of USA imports (paying attention […]

Where would you advise investors to put their money in? Conduct the same exercise for the bust period. Where would you invest?

Posted on March 23, 2021 by Shady

You will put yourselves in the shoes of investors evaluating Brazil during the two periods covered by the reading: the era of booming exports and the bust that followed. Imagine you are a group of consultants hired to evaluate business opportunities in Brazil during the booming period. Where would you advise investors to put their […]

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